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Dimensional US Equity ETF

826 hedge funds and large institutions have $17.3B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 285 increasing their positions, 236 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
826
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
136
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
301
Curio Wealth
Maryland
$2.75M
TWD
302
True Wealth Design
Ohio
$2.73M
NB
303
NBT Bank
New York
$2.69M
WTA
304
Washington Trust Advisors
Massachusetts
$2.68M
CFA
305
CWS Financial Advisors
Michigan
$2.68M
WP
306
Walleye Partners
Wisconsin
$2.63M
PWP
307
Ponta Wealth Partners
Florida
$2.61M
Lido Advisors
308
Lido Advisors
California
$2.6M
EPP
309
ETF Portfolio Partners
Kansas
$2.6M
SA
310
Sanctuary Advisors
Indiana
$2.55M
PWA
311
Physician Wealth Advisors
Utah
$2.53M
ANB
312
Amarillo National Bank
Texas
$2.52M
LPP
313
Life Planning Partners
Florida
$2.43M
EWA
314
EP Wealth Advisors
California
$2.38M
AWM
315
Accurate Wealth Management
Florida
$2.38M
PFPG
316
Pinnacle Financial Partners (Georgia)
Georgia
$2.35M
MW
317
Merited Wealth
Florida
$2.33M
KCPG
318
Kavar Capital Partners Group
Kansas
$2.32M
AFA
319
Allium Financial Advisors
Oregon
$2.32M
OPF
320
Old Peak Finance
North Carolina
$2.31M
AC
321
Avestar Capital
New York
$2.31M
MWA
322
Monograph Wealth Advisors
California
$2.3M
W
323
WorthPointe
California
$2.28M
SIC
324
SJS Investment Consulting
Ohio
$2.28M
CFGA
325
Cambridge Financial Group (Arizona)
Arizona
$2.26M